Plan Snapshot
- Plan Sponsor: Participate, INC.
- Sponsor EIN: 832517260
- Sponsor Address: 201 SAGE ROAD, CHAPEL HILL, NC, 27514
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $2.2M | $68,328 | $118,838 |
| 2023 | 20 | $1.9M | $55,932 | $151,724 |
| 2022 | 24 | $1.6M | $60,890 | $160,400 |